See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,610 | $124,281-89.9% | $109,143-88.4% | $167,490-92.5% |
| Participation rate | 81.8% | 79.4%+2.4pp | 75.9%+5.9pp | 82.1%-0.3pp |
| Annual return | 77.87% | 26.04%+51.8pp | 25.75%+52.1pp | 478.56%-400.7pp |
| Employer contribution / active EE | $954 | $4,207-77.3% | $3,722-74.4% | $4,837-80.3% |
| Participant deferral / active EE | $1,950 | $5,255-62.9% | $4,653-58.1% | $6,341-69.2% |
| Admin fee / account holder | $92 | $7,970-98.8% | $6,752-98.6% | $12,309-99.3% |